SAVE InternationalRobert Weidow, Senior Implementation
Manager

We will
cover the products you purchased as well as have an introduction to find out more
about you and your association.

x

Orientation Call

We will be
introducing you into the product, training, and the overall process of
implementation.

Complete Design
Document.

x

Design Call

We will be
reviewing your Design Document together to make sure that all parties involved have
the same expectations.

x

Config Call

We will be
going over what a membership, member type, and custom fields are and how they will
relate into your system.

x

Config Review Call

This call
will go over the configuration that was set up on your site to ensure everything is
set up correctly.

x

Description

Homework

Date Given

Date Completed

Training Phase

Intro to YM

-Know the Menu Structure of the Administrative back
end.-Have a command of what
information is outlined in the various tiles on the Dashboard page.-Know How to access and
utilize the YM Help Center & Support Portal.

Watch welcome
video and then login to the back end of your site and update your password.

x

Database Basics Tasks

-How to
get to and apply criteria within the Quick Create, Basic Search, and Directory
Search.
-Understand what actions can be performed from the Directory
search results page after a search is run.
-Understand the Member Profile Layout and Available
Features.

Register two
members from the front end of the website using sample data that we will
provide.

x

Event Basics

-Understand that registering for a paid event is a
two-step process – completing the
event registration form and then submitting payment/checkout.-Know how to create an
event registration form and event ticket in theappropriate
event.

Create an
upcoming event with sample data that we will provide to you.

x

Event Advanced

-
Understand that, on an event registration form, to use the available
predefined fields so that those values auto populate for your members when they
are signed in to their profile during event registration.
-Have command of how to process an event registration.
-Understanding of how sessions work.

Create a custom
event registration form and add sessions to the event above.

x

Content

-Have an
understanding of when and how to utilize the Resource Manager and File Library
features of the platform.
-Know what a custom page vs a content area is within the YM
system.
-Know how to add top level and sub level menu items as well as
link those menu items to webpages.

Create a Custom Page
utilizing the sample content we will provide to you and link that Custom Page to
your menu.

x

Email & Messaging

-Know
where to navigate to create custom email templates.
-Understand that you must perform a search prior to triggering a
bulk email to the results list, i.e. you are defining the recipient list prior to
creating and sending the email.
-Have a command of where to edit the content of Automatic email
Notifications.
-Know where to go to view email stats on sent emails.

Create and send
out a bulk email to the sample members that you created earlier.

x

Groups

-Have a
command on how to create a Group Type and an Individual Group.
-Know how to designate a member as a Group Administrator.
-Have a command on the various ways to add members to
Groups.

Create a Group
Type and a Group and assign a member that you created to that group as a group
administrator.

x

Reporting

-Knowledge
of how to access and run a saved query.
-Have an understanding of the reasons to utilize a predefined
export option vs building a custom query.
-Knowledge of how to build a basic custom query.

Create a custom
query using certain criteria that we perform.

x

Ecommerce

-Have a
command of navigation path and steps required to add GL Codes & QuickBooks Class
information to the system, and how to assign those.
-Have a command of the methods of recording/processing
payments.
-Knowledge of where and how to export accounting information
from the system.

Create two Dues
invoices for your sample members that you created above.

x

Optional

Master/Sub-Accounts

-Know what
it means within the YM system to establish the relationship between a master &
sub-account.
-Know that you must establish the link between master account
and sub-account Member types within the master account Member type.
-Have an understanding that there must be additional seats
allotted within the Member Profile to enable master account capability.

x

Professional
Development

-Knowledge
of where to review Professional Development information within the member
profile on the front-end and back-end of the site.
-Know where to navigate and configure aspects of the
Professional Development feature such as Credit Type(s) and
Certification/Program(s).
-Understand what feature areas can be assigned credits for
professional
development and the steps required to assign credits to these
features.

x

Launch Preparation

Real-Time Processor
Setup

Choose a
payment processor (listed here) so that you can accept real-time payments
through your YM site.

Sign up for a
payment processor, and complete the integration on the backend of your YM site.

Data Import

Prepare
your member data for import into your YM site.

Use the Member Import
Template (provided by YM) to import your data in the YM format.

Front End Beta Tested /
Pre-Launch Checklist

The pre-
launch check list is a tool provided by your Implementation Manager that will help
you to cover all of the bases when it comes to preparing your site for launch.

Complete pre-launch
checklist.

Website Announcement
Preparation / Welcome E-mail

This
announcement lets your members know of your new site and provides them with
instructions on how to login to the site and reset their password. An example can be
found here.

Create Welcome E-mail
template to send to members when the site is launched.

DNS Changes

This step
will be to make your YM site live by switching your DNS to point to your YM
site.

-Add a CNAME or alias
record to your DNS zone so that www.[domain].org points to clusterxx.ymem.net.
-Point the root A Record ‘@’ to the IP address 24.73.102.xxx so
that the site works without the WWW in the address bar.
-Create or modify your SPF (TXT) record as: “v=spf1 mx include:
spf.ymem.net ~all” (without the quotation marks) or edit the existing record
and add “include: spf.ymem.net” (without the quotes).

-How to get to and
apply criteria within the Quick Create, Basic Search, and Directory Search.
-Understand what actions can be performed from the Directory
search results page after a search is run.
-Understand the Member Profile Layout and Available
Features.

Target Launch Date

All Training material
can be located here: https://support.yourmembership.com/hc/en-us/articles/203158890
-Live-Training-Schedule